About Our Firm

Expertise

As a Financial Advisor, Luke believes in the power of creating a clear vision. Identifying your vision of the future means financial freedom shaped with purpose.

Luke is the Visionary at HHFG, with an unwavering passion for empowering individuals, families, and businesses to achieve financial success. His visionary outlook, coupled with a deep understanding of the intricate nuances of the financial landscape, has earned him a reputation as a trusted advisor and a beacon of wisdom.

He has mastered the art of translating complex financial concepts into clear, actionable strategies. Luke’s ability to see beyond the numbers and tap into the core values and aspirations of his clients sets him apart. He believes that financial planning is not just about accumulating wealth but also about aligning one’s financial choices with their life goals and dreams.

A true advocate for holistic financial well-being, Luke understands that each client’s journey is unique. He takes time to listen, understand, and empathize with your needs, ambitions, and concerns. By fostering strong relationships built on trust and integrity, he creates a safe space for clients to explore their financial potential and take control of their future.

Experience &
Background

Luke joined H&H Financial Group in 2012 after earning his MBA from Ithaca College, Magna Cum Laude. Luke offers investment advisory services through Eagle Strategies LLC in numerous states. His experience is in both business and personal wealth management and estate planning strategies, with specialty training specific to business owners and medical professionals.

Luke strives to be a leader in the industry—always atop educational opportunities to further himself. He has studied from several of the “greats” in the financial planning world and has integrated many of those principles into his planning work with business owners. Luke finds great value in networking with other business professionals—related or unrelated to HHFG—as they possess a great deal of knowledge that he can learn from. One of the ways he has locally grown is through his participation as a member of Business Network International, Corning Chapter.

Designations &
Accomplishments

• Retirement Income Certified Professional®
• Master of Business Administration, MBA, Ithaca College
• Bachelor of Science in Business Administration/Finance, Ithaca College
• Qualifying Member of the Million Dollar Round Table*, 2013-2023
• Qualified for Court of the Table and Top of the Table for MDRT 2021–2023
• Life Member of MDRT
• New York Life Rookie of the Year, 2012**
• New York Life Agent of the Year, 2015**
• New York Life New Advisor of the Year, 2012, 2013, 2014*

^** New York Life/Affiliates Sales Production/Achievement Award

Personal Passions
& Family

Luke loves spending time with his wife, Kristen, and their two young sons; they are especially fond of time spent fishing, hunting, and trail riding their side-by-side. In addition, Luke enjoys riding his Harley-Davidson and looks forward to the opportunity to take it on a cross-country trip someday.

Luke can be found in the very early hours of the morning reading, journaling, and exercising. He believes deeply in the mind and body connection, and that in order to perform his best in all facets of life, he must remain attuned to his health. Luke is deeply passionate about treating his body as a professional athlete would—it is the machine that makes living out his life’s purpose a possibility, so he must treat it kindly.

Expertise

With a deep-rooted passion for helping individuals and businesses achieve their financial goals, Colton is committed to providing professional guidance and empowering his clients to make informed financial decisions. He believes this is best achieved through a transparent approach, rooted with education, and the recognition that a one-size-fits all approach does not work.

Colton understands the significance of trust and works diligently to establish and nurture long-lasting relationships. His transparent approach ensures that his clients have a clear understanding of our recommendations, fees, and potential risks, fostering an environment of trust and confidence.

Education is key to financial success, and Colton is dedicated to empowering his clients with the knowledge they need to make sound financial choices. He takes the time to educate his clients about different investment strategies, retirement planning options, risk management techniques, and other relevant financial topics. By providing educational resources, personalized advice, and ongoing support, he strives to equip his clients with the tools necessary to navigate the ever-changing financial landscape.

Colton recognizes that every client is unique, with distinct financial objectives and circumstances. His commitment to personalized service means that he takes the time to listen and understand each client’s goals, preferences, and constraints. Colton and the HHFG team develop customized financial plans tailored to individual needs, providing strategies that align with their aspirations and vision of their financial future. This means integrating components far beyond investments and planning only; he believes in addressing all aspects of his clients’ financial lives.

He has a genuine desire to make a positive impact on the lives of his clients. Colton is passionate about guiding them on their journey towards financial prosperity and freedom. Through his unwavering commitment to integrity, education, and a tailored approach, he aims to be your trusted partner in achieving your financial goals.

Experience &
Background

Colton joined H&H Financial Group in 2015 after earning his MBA from Ithaca College. Prior to graduation, Colton was an intern with H&H Financial Group for two years. He offers investment advisory services through Eagle Strategies LLC in numerous states. He has served as a mentor to many local high school students interested in exploring financial careers. In addition, Colton is regularly asked by his peers to share his keen insights and special tools utilized when serving clients. Colton’s experience is in both business and personal wealth management and estate planning strategies.

Designations &
Accomplishments

• Advanced Agent of The Year (2024 NYL Finger Lakes Office)
• Retirement Income Certified Professional®, RICP®
• Master of Business Administration, MBA, Ithaca College
• Bachelor of Science, Business Administration/Finance/Economics, Ithaca College
• Qualifying Member of the Million Dollar Round Table^*, 2016-2019
• Qualified for Court of the Table and Top of the Table for MDRT 2021–2023
• New York Life Rookie of the Year, 2015^**
• New York Life New Advisor of the Year, 2015, 2016, 2017^**

^** New York Life/Affiliates Sales Production/Achievement Award

Personal Passions
& Family

When Colton is not working with clients and the HHFG Team, he enjoys spending time with his wife, Samantha, and their two young daughters. They love exploring the Northeast in their camper and have grown especially fond of their annual visit to various sections of the Adirondack State Park. Colton is an avid outdoorsman and enjoys sharing these activities with his father and brothers—especially when they have the opportunity to do so in Midwest USA. In the near future, he hopes to combine his love of the Midwest and camping into a National Parks trip with his wife and children.

Colton is known for his love for all things motorsports. Be it classic muscle cars, vintage snowmobiles, dirt bikes, and everything in between, Colton is a motorsports enthusiast, and relishes the opportunity to understand and master the mechanics of the equipment. In the spring and summer months, he can be found at any number of car functions in the Finger Lakes.

Expertise

Financial success is not merely measured by the numbers in your bank account, but by the fulfillment and peace of mind that comes from a well-planned and secure financial future. With a strong commitment to his clients’ financial well-being, Mike strives to provide comprehensive and personalized financial advice that aligns with your unique goals and aspirations—because everyone deserves to live a life they are proud of.

Mike’s philosophy is rooted in a holistic approach to financial planning. He understands that every individual or family has their own set of dreams, priorities and challenges. By taking time to listen and truly understand your financial aspirations, he can tailor strategies and solutions that address your specific needs and circumstances.

Education and empowerment lie at the heart of Mike’s practice. He believes in equipping his clients with the knowledge and understanding they need to make informed decisions. Mike will demystify complex financial concepts, ensuring you have a clear understanding of the strategies recommended and the potential risks involved. His aim is to empower you to actively participate in your financial journey, making you an informed and confident investor.

Mike is an advocate of a disciplined and long-term approach, emphasizing the importance of setting clear financial goals and developing a well-structured plan to achieve them. He will work closely with you and the HHFG Team to create a roadmap that encompasses investment management, retirement planning, tax strategies, estate planning and risk management. Financial planning is an ongoing process that is best done with a lifelong financial partner. Mike will be there to guide you through life’s transitions, providing support and expertise during major life events or changes in your financial situation. He is dedicated to helping you build wealth, achieve financial security, and enjoy the life you envisioned.

Experience &
Background

Mike Strong recognized early in his career that empowering clients through education would help them navigate their financial world with a sense of autonomy and create an excellent foundation for relationship longevity. Web-based learning videos are a trademark success of Mike’s and have allowed him to reach thousands of viewers, sharing his knowledge to businesses and individuals.

Mike joined H&H Financial Group in 2016 after working in the lending sector of the finance industry for several years. Mike offers investment advisory services through Eagle Strategies LLC in numerous states. Mike’s experience is in both business and personal wealth management and estate planning strategies.

Mike is actively in pursuit of his Certified Financial Planner, CFP^®, designation and is on target to complete the curriculum by November 2023.

Designations &
Accomplishments

• Certified Financial Planner, CFP^®
• Retirement Income Certified Professional®, RICP®
• Bachelor of Science in Business Administration

Personal Passions
& Family

Mike and his wife, Quincy, have enjoyed exploring the Finger Lakes region as a newly married couple. They are especially fond of visiting wineries and breweries with their friends and families—even more so when it’s a dog-friendly establishment and their basset hounds, Rhettley and Hazel, can join them!

He is an avid outdoorsman and enjoys sharing these activities with his father, uncle, and cousins. As Mike was a multi-sport high school athlete and college baseball player, he turned his love for athletics to golf with a newfound obsession. Mike is a fitness enthusiast and will often be spotted at the gym in the early morning hours. He is also notorious for indulging in health-related podcasts—his favorite is Impact Theory hosted by Tom Bilyeu—with special focus on biohacking. Mike is always looking to optimize his physical performance and health.

He loves reading and listening to books/audiobooks, though he is notorious for starting too many at one time and not finishing a few of them. Mike primarily reads non-fiction, with memoirs being at the top of his list.

Diving Deeper…

What book do you think everyone should read at least once?

Mans Search for Meaning by Victor E. Frankel

Expertise

As a Financial Advisor, Rordan believes in a philosophy that empowers individuals and businesses to take control of their financial future. With a passion for helping his clients achieve their goals, he is dedicated to providing comprehensive financial guidance and strategies tailored to each person’s unique needs.

At the core of his business philosophy is a belief that financial success is not about wealth but about peace of mind. He understands that each person’s financial situation is different, and he strives to develop personalized financial solutions that align with their specific circumstances and aspirations.

Rordan’s approach to wealth management is built on trust, transparency, and collaboration. He believes in establishing strong relationships with his clients, fostering open lines of communication, and actively listening to their concerns and objectives. By gaining a deep understanding of their financial aspirations, Rordan works with his clients to create a roadmap for success.

Education and empowerment are fundamental aspects of the HHFG team’s philosophy. Through clear explanations, educational resources, and regular updates, he aims to simplify complex financial concepts and empower his clients to make confident choices. Ultimately, Rordan’s business philosophy revolves around helping his clients achieve financial independence, security, and peace of mind. He is dedicated to guiding them through life’s financial complexities and supporting them every step of the way.

Experience &
Background

Rordan joined the H&H Financial Group in 2016 after working for the prior two decades in the insurance and financial sector as an investor, professional trader, and most recently a licensed broker with a national brokerage firm. Rordan offers investment advisory services in numerous states through Eagle Strategies LLC. His experience is in both business and personal wealth management and estate planning strategies.

Designations &
Accomplishments

• Retirement Income Certified Professional®, RICP®
• Qualifying Member of Million Dollar Round Table*, 2018-2023

Personal Passions
& Family

Rordan resides in Trumansburg with his wife, Lindsay, and their two sons. When he is not working with his clients and the HHFG Team, he enjoys spending time at his “summer office”, the beautiful Trumansburg Golf Course.

Rordan is also active in the community, currently serving his second term as the Mayor of the Village of Trumansburg. His public service extends to the Three Falls Local Development Corporation and the Greater Tompkins County Municipal Health Insurance Consortium, where he serves as Chair of both organizations, and the Tompkins County Council of Governments, where he is vice-Chair.

Expertise

With a wealth of knowledge and years of experience with the HHFG, Shannon is here to help you navigate the complex world of personal finance and make informed decisions that will shape your financial future.

With a strong background in the HHFG business, Shannon has honed her expertise through years of working closely with individuals and families from diverse backgrounds. She understands that each client has unique goals, priorities, and challenges, and she is dedicated to tailoring her recommendations to your specific needs.

Shannon prioritizes building strong, long-term relationships based on trust, transparency and open communication. She believes that financial planning shouldn’t be intimidating or overwhelming, and she strives to create a comfortable environment where clients can freely discuss their financial dreams and concerns. Shannon firmly believes that by understanding your financial aspirations, she can guide you towards achieving them, no matter how big or small.

Experience &
Background

Shannon joined the HHFG Team in 2005 as the Director of Client Services in our Trumansburg office. During her time fulfilling that role, she was the primary point of contact for all administrative and operational needs, including account openings. In 2022, Shannon became a Partner for the HHFG Trumansburg team! She is excited to be working with clients in a different capacity, helping them design solutions to turn their vision of their financial future into freedom.

• Bachelor of Science, Psychology, SUNY Cortland

Designations &
Accomplishments

• Life & Health Insurance Licensed
• Mid-Your Color Guard Circuit Hall of Fame

Personal Passions
& Family

Shannon loves spending time with her husband, Rich, and their three children. She is actively involved in their sporting organizations, both locally and in travel leagues. When she is not cheering them on at games and tournaments, she can be found coaching Color Guard and Marching Band—having done so since she began in 1997!

Expertise

With a passion for excellence and a commitment to delivering exceptional results, Samantha plays a pivotal role in driving the operational efficiency and success of the HHFG Team. With a strong background in strategic planning and execution, she is dedicated to streamlining processes, optimizing resource allocation, and enhancing overall productivity. 

Samantha oversees the day-to-day operations, ensuring smoothing functioning across all departments. With a keen eye for detail, she identifies areas for improvement and implements innovative solutions to enhance operational effectiveness. By leveraging her extensive experience, she establishes and maintains best practices, fostering a culture of continuous improvement.

She is not only adept at managing internal operations, but also excels in fostering strong relationships with our clients. With a deep understanding of our clients’ needs, she collaborates closely with our team and financial advisors to ensure the delivery of personalized and tailored solutions. Through effective communication and a client-centric approach, Samantha drives client experience and reinforces the team’s reputation for excellence.

In addition to her operational acumen, Samantha is known for her exceptional leadership skills. She inspires and motivates our team, cultivating a collaborative and high-performance culture. By providing guidance and mentorship, she empowers our team members to reach their full potential, enabling them to deliver a superb client experience to every one of our clients. Through her operational expertise and unwavering dedication, she drives our firm’s growth and plays a pivotal role in our clients’ financial success.

Experience &
Background

Samantha interned at HHFG while enrolled at Ithaca College, as a component of her business minor. With aspirations of opening her own physical therapy practice after graduating with her Doctorate, she felt a business minor would set her up for success should she venture in this direction after graduation. What she did not anticipate upon starting her internship with HHFG was how much she would love being involved in the financial services industry. 

Samantha completed her Doctorate degree and was hired as a pediatric physical therapist. Not long thereafter, an opportunity opened to join the HHFG team—which she pursued without hesitation. It was her intent to join the HHFG team in a limited capacity and also practice as a therapist. She pivoted to a life immersed in the financial planning world, and Samantha discovered her empathetic-nature and love of helping others could also be fulfilled in this industry, not just in healthcare.

As time progressed and Samantha’s skills expanded, her role grew from operational associate through to current role as the Chief Operating Officer. 

Designations &
Accomplishments

• Addison Youth Center Board Member, 2023, 2024
• Founder, Five StarS Study Group – organization for support personnel in wealth management firms
• Proud Member of Corning Area Chamber of Commerce
• Proud Member of Watkins Glen Area Chamber of Commerce
• Board member of Own It! Conference, 2023
• Life and Health Licensed
• Securities Industry Essentials, SIE®
• Build a Better Business, Deborah Taylor
• Transform Learning Series, Wes Young

Personal Passions
& Family

Samantha resides with her husband, Colton, and their two young daughters. In her spare time, she loves taking long walks outdoors and reading books. She has a to-be-read pile that will likely take a lifetime to get through but wishes there were more days in a week so she could read all of the beautifully written books in the world. She likes non-fiction best—especially memoirs—but is known to enjoy Elin Hilderbrand’s summer beach reads too.

Her favorite time of day is early morning—often waking hours before her family to exercise and organize herself for the day ahead. She thinks there is something magical about watching the world wake up in the morning, as the sun begins to bathe the earth in light.

She loves spending time with her family during camping season. They have a lengthy list of places they’d like to visit but have grown especially fond of the Adirondack Park the last few years. They hope to see more of the National Parks together in the next few years—especially Yellowstone, Yosemite, and Mount Rushmore.

Expertise

As a Client Experience Specialist, Chelsea possesses a genuine enthusiasm for helping individuals and families achieve their financial goals. She serves as a trusted point of contact, guiding clients through every step of their financial journey. Whether it’s answering inquiries, addressing concerns, or providing ongoing support, Chelsea ensures that each interaction is handled with the utmost care and professionalism.

Chelsea is dedicated to exceeding client expectations at every touchpoint. She ensures that clients feel valued and supported throughout their financial journey, consistently going the extra mile to deliver exceptional service. She collaborates closely with our team of financial advisors and other professionals, ensuring that all client needs are met with efficiency and professionalism. Her ability to effectively manage and prioritize tasks enables our firm to deliver a streamlined and comprehensive client experience.

Experience &
Background

Chelsea joined our team in 2022, after serving other administrative roles prior. Her well-founded personality, genuine care for clients, and commitment to excellence has made her an invaluable asset to our firm’s dedication to exceptional client experiences. She is dedicated to continuous learning and professional growth and is excited about expanding her talents inside the HHFG Team.

Designations &
Accomplishments

• Life & Health Insurance Licensed
• Securities Industry Essentials, SIE^® Bachelor of Science, Business Administration, Binghamton University

Personal Passions
& Family

Chelsea loves spending time with her family and friends. She is known to read multiple novels at once and is a frequent visitor of the library. Her favorite author is Colleen Hoover, and she has a soft spot for romantic comedy novels.

She loves exploring the wineries, breweries, and eateries that the Finger Lakes region offers—one of her all-time favorites is Shores Sisters in Towanda, Pennsylvania.

Chelsea is equally passionate about oversized sunglasses, fashionable shoes, and the Buffalo Bills. She attends multiple Bills games each season at Highmark Stadium and always looks forward to football season.

Expertise

With a passion for precision and a keen eye for detail, Ashley serves as the dedicated Executive Assistant to the Chief Operating Officer. With a track record of exceptional organizational skills and attention to client experience, Ashley plays a crucial role in supporting Samantha and ensuring seamless operations with the firm.

Drawing on her extensive experience in administrative roles, Ashley manages complex calendars, coordinates executive meetings, assists in client service needs, and handles confidential information with the utmost discretion. She understands the fast-paced nature of the financial planning industry and possesses the ability to adapt quickly to evolving priorities.

As an Executive Assistant, Ashley is known for her exceptional problem-solving abilities, consistently finding innovative solutions to challenges that arise. She is highly skilled in anticipating the needs of the COO and proactively addressing them, allowing Samantha to focus on strategic initiatives and key business decisions. 

Ashley constantly seeks opportunities for professional growth. She is committed to excellence and continuously strives to enhance her skills and knowledge to better serve the HHFG team and its clients.

Experience &
Background

Ashley is new to the financial planning industry but has extensive experience in customer service. She is excited about expanding her knowledge of the HHFG business and how she can best support our clients.

Personal Passions
& Family

Ashley loves spending time with her family, especially her daughter and son. She is her children’s greatest fan and enjoys cheering them on at their various extracurricular events—football, lacrosse, softball and volleyball. In her spare time, she enjoys spending time outdoors, especially during the Fall of the year; unless a thunderstorm is brewing—she’s frightened of them. Ashley enjoys reading—beach reads, specifically—and is known to read a book from cover-to-cover in a single day. One novel that most recently captured her interest to this level is Verity by Colleen Hoover. Ashley highly recommends this book!

Expertise

As a Client Experience Specialist on the HHFG Team, Jenny plays a crucial role in ensuring a seamless and personalized experience for our valued clients. Jenny possesses a deep understanding of the intricacies involved in client service and relationship management. She recognizes that each client has unique needs and strives to provide tailored solutions that exceed expectations.

Jenny’s friendly and approachable nature creates a warm and welcoming atmosphere, making clients feel comfortable and valued from their very first interaction. She is adept at actively listening to clients, understanding their goals, and addressing any concerns they may have. She is meticulous in her attention to detail and works diligently to provide timely and accurate responses to client inquiries. She assists clients with various administrative tasks, including service-related inquiries and scheduling meetings between our Advisory Team and clients.

Experience &
Background

Jenny came to the financial world after 22 years in the veterinary field. Jenny brought her very detailed office and time management skills from her previous roles as well as owning her own successful boarding kennel. Jenny dealt with clients and patients with the utmost compassion and provided exceptional client service skills.

Her primary responsibility at HHFG is to proactively contact our prospective and current clients to schedule appointments and to help prepare them for meeting with our advisors.

Personal Passions
& Family

Jenny and her husband own sixty acres in Ithaca, NY with farm crops planted on half of the land. She is an avid outdoorswoman and enjoys hiking and hunting on the family land. While Jenny has two grown sons and one still at home, they enjoy spending their time camping and riding their side by side for miles. Given Jenny’s history, you can imagine she has fur babies. All very spoiled, one goat, two pups - one is fifteen years young, one is four. She has three cats that she gave a second chance at life providing them a safe and happy environment. Jenny’s love for others and animals is part of what makes her so special.

Expertise

As a Wealth Strategy Coordinator, Zach’s primary responsibility is to support the financial advisors and wealth managers on the HHFG Team. He works closely with them to analyze complex financial situations, conduct thorough research, and prepare comprehensive financial plans tailored to each client’s unique circumstances.

Zach possesses a strong technical background, and leverages his knowledge of financial markets, products, and regulations to provide accurate and up-to-date information. He takes pride in his attention to detail and ability to navigate intricate financial scenarios to help clients make informed decisions.

His role extends beyond number crunching. He is committed to building strong client relationships and delivering exceptional service. In addition to his technical skills, he is proficient in utilizing various financial planning software and tools. Zach is constantly staying up to date with industry trends, best practices, and changes in financial regulations to provide the most relevant information to the HHFG Team and clients.

Zach thrives in a collaborative team environment and understands the importance of effective communication and coordination. By working closely with our financial advisors, he contributes to a seamless client experience and assists in developing strategies that optimize clients’ financial well-being.

Experience &
Background

Zach Herrington joined H&H Financial Group in early 2020 after working for three years with a local company in the Mechanical Engineering field. Zach earned his Bachelor of Science degree from Alfred State College of Technology, State University of New York in Mechanical Engineering Technology.

We are fortunate to have Zach on our team as a Wealth Strategy Coordinator who combines our H&H Financial planning process with his engineering perspective and skills. He applies a thorough approach to identifying opportunities and tailoring the team approach to a client’s specific requirements. His philosophy and approach are centered on providing exceptional customer service. Through collaboration with the other H&H team members, he can clearly address clients’ current goals while anticipating potential changes in the future.

Personal Passions
& Family

Zach enjoys spending time with his significant other, Jamie, and her daughter. Their favorite past-times are activities spent outdoors, with camping being at the top of their list. Zach is also an avid outdoorsman and enjoys hunting excursions with his father and brothers. They had the pleasure of visiting the Big Horn Mountains recently and he looks forward to doing so again in the near future! In his spare time, Zach enjoys spectating local racing events—from dirt bikes, sportscars, to snowmobiles. In the past, he competed in many local racing circuits, but rides now simply for pleasure with friends and family.

Expertise

With extensive experience in the industry, Kyle possesses a deep understanding of the complexities of financial planning. His expertise extends to areas such as investment analysis, retirement planning, risk assessment, and estate planning. Kyle’s technical proficiency combined with his analytical mindset allows him to develop comprehensive financial plans that align with clients’ unique objectives. As a Wealth Strategy Coordinator, Kyle assists our financial advisors in developing tailor financial strategies for clients. He conducts in-depth research, analyzes data, and prepares detailed reports and projections to support the financial planning process. Kyle’s attention to detail ensures that no aspect of the client’s financial picture is overlooked, providing a solid foundation for informed decision-making. 

He collaborates closely with our advisors to create comprehensive financial plans that are not only technically sound but also easily understood by our clients. Beyond his technical expertise, Kyle is a proactive problem solver and a reliable team player. He actively seeks ways to streamline processes and enhance efficiency, ensuring that our firm operates at the highest level of productivity. Kyle’s strong communication and interpersonal skills enable him to effectively collaborate with both clients and colleagues, fostering a collaborative and supportive environment.

Experience &
Background

Kyle joined the HHFG Team in November 2022 as a Wealth Strategy Coordinator. His prior industry experience and professional aspirations was a perfect match for the HHFG Team—we are so grateful to have him as part of the family! He is dedicated to ongoing professional development to ensure that our firm continues to deliver innovative and relevant financial solutions to our clients.

• Life & Health Insurance Licensed
• Associates Degree, Principles of Banking

Personal Passions
& Family

Kyle spends a good portion of his time on the golf course and enjoys exercise in general. You may see Kyle and Alison, his wife of 21 years, out and about walking their beloved husky, Bella. Kyle has a smile on his face every day and believes “every day is a good day”. He enjoys working on projects and includes his son Brailey who just graduated from high school in hopes to pass on his knowledge.

Expertise

With a passion for providing exceptional client service and a deep understanding of financial planning, Samantha plays a pivotal role in ensuring clients receive the highest level of care of support. Her commitment to excellence is evident in her ability to build strong relationships with clients, earning their trust and confidence.

Samantha takes pride in maintaining accurate records and documentation, ensuring compliance with regulatory requirements and internal policies. She is also adept at utilizing client management software and other technological tools to streamline processes and enhance efficiency. She assists clients with various administrative tasks, such as account openings, transfers, documentation, ensuring that all processes are handled efficiently and with the utmost professionalism.

She works closely with our financial advisors to ensure a seamless coordination of client needs, enabling our firm to deliver a comprehensive approach to financial planning. Her strong organizational and leadership skills make her an invaluable asset to our team.

Experience &
Background

Samantha joined H&H Financial Group in 2020 as a Client Services Coordinator after relocating to Upstate New York from North Carolina. Her extensive role as a supervisor in the healthcare industry made her an excellent addition to our team, given her passion to help others. Her problem-solving ability and team approach contributed to her earning the responsibility of the Director of Client Services in the spring of 2021. As the Director, Samantha oversees our team’s workflow and is responsible for ensuring that all tasks are conducted in a timely fashion to maintain our standards of excellence.

• Bachelor of Science, Health Science, Brockport College, State University of New York.

Personal Passions
& Family

Samantha enjoys the four seasons of Upstate New York but misses the North Carolina heat. During her free time, Samantha loves spending time with her son and watching him play sports. She enjoys attending live music events and trying new restaurants, especially local breweries; her favorites are on Seneca Lake. She is at her happiest when spending quality time with friends and family on the patio on a hot summer day.

Expertise

Jen brings a wealth of experience and a deep understanding of client needs to her role as a Client Services Coordinator. Her previous experience in the insurance industry, coupled with her natural inclination towards providing exceptional service, enables her to deliver a high level of professionalism and efficiency in all client interactions.

Jen’s friendly and approachable demeanor creates a welcoming environment, making clients feel valued and confident in their decision to partner with our firm. In her role as a Client Services Coordinator, Jen is responsible for managing and coordinating various administrative tasks, including account openings, transfers, and documentation. She ensures that all processes are handled seamlessly and in a timely manner, providing clients with peace of mind and a hassle-free experience. 

Beyond her exceptional organizational and administrative skills, Jen is a proactive team player who thrives in a collaborative environment. She works closely with our financial advisors and other HHFG team members to ensure a seamless flow of information and client support. 

Jen’s commitment to professional growth and continuous learning ensures that she remains up to date with the latest industry trends and best practices. She actively seeks opportunities to enhance her knowledge and skills, allowing her meet and exceed client expectations. Jen’s compassionate nature and dedication to excellence make her an invaluable asset to our firm’s commitment to providing superb client services.

Experience &
Background

• Life and Health Insurance Licensed
• Various industry courses/Industry Certification via The College For Financial Planning

Personal Passions
& Family

In her spare time Jen loves hanging out with friends and family, especially playing golf. When she is not on the golf course, she can often be found at any number of parks running. She is particularly fond of hot weather and evening runs. She is notorious for owning an excessive amount of running sneakers—a bit of a joke if you know Jen personally.

Jen loves eating Chinese for lunch and craves Beartown Peaches and Cream ice cream—a local favorite!

Expertise

With her unique background as a former nurse, Lynn brings a wealth of empathy, organization, and exceptional client service skills to her role, ensuring that our clients receive the highest level of care and support.

Lynn’s previous experience as a nurse has ingrained in her a deep understanding of the i